How do I work with Flags?

A flag is nothing more than an "electronic sticky note".  You can create and add as many flags to a record (person or organization) as you like.  While there is no programatic limit on the number of flags that you use, thinking out a good structure will save you from finding your records covered in virtual sticky notes.  If you need advice on how to set up your flag structure, just ask.

TIP: Remember that flags are powerful segmentation factors.  You can search, sort, export and send email campaigns based on flags.  But as with all things, use in moderation.

To create a flag, you must have access to onView.

• Login at www.44fish.com.
• On the left, under the dashboard, click once on onView.  From the drop down menu select Admin.
• From the onView admin screen, look for the "Admin" section.  Here you will see a flags icon which will allow you to add/edit flags.  Please note in most cases, deleting flags is disabled.  To add your new flag or edit an exsisting flag, click the flags icon.
• From the admin/list.php?area=crm_flags page you can now edit an exsisting flag or click the add icon to add a new flag to the system. 
  
• Once you have added or edited a flag, click save.  Your flag will now be live and accessible in all public and FortyFourFish flag locations.

*sending emails via flag requires onDelivery.

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